-6.9%
ARES vs BHP
+53.4%
-60.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.6% | +5.4% |
| 7D | +10.5% | -2.5% | +13.1% | +11.2% |
| 30D | +16.8% | -7.7% | +24.5% | +19.4% |
| 3M | -3.2% | -6.4% | +3.1% | -1.8% |
| 6M | +16.4% | +5.2% | +11.3% | +13.7% |
| YTD | -12.4% | +38.3% | -50.7% | -21.0% |
| 1Y | -6.9% | +53.4% | -60.2% | -20.1% |
| All | -6.9% | +53.4% | -60.3% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling